Leaving a Legacy with Planned Giving - Saint Joseph's Catholic School

Sample Letter of Instruction from Donor to IRA Provider

{Date}

{Name of IRA Provider}

{Address}

{City, State, Zip}

(Call your plan provider to determine the most efficient way to send this letter of instruction)

Re: Request for Qualified Charitable Distribution from Individual Retirement Account

Dear Sir or Madam:

Please accept this letter as my request to make a qualified charitable contribution from my Individual Retirement under Sec. 1201 of the Pension Protection Act of 2006 (the PPA) and Sec. 408(d)(8) of the Internal Revenue Code of 1986, and made permanent under the Consolidated Appropriations Act of 2016. My account Number is {Account Number}.

Please issue a check in the amount of $____________ payable to Saint Joseph's Catholic School at the following address:

100 St. Joseph's Drive
Greenville, SC 29607

In your transmittal to Saint Joseph's Catholic School, please state my name and address as the donor of record in connection with this transfer, reference the following gift designation {intended use of gift], and copy me on your transmittal. It is my intention to have this transfer qualify during the {Year} tax year. Therefore, it is imperative that this distribution be postmarked no later than December 31, {Year}.

Thank you for your prompt attention to and assistance with this matter.

Sincerely,

{SIGNATURE OF IRA OWNER}